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Retirement Customer Assurance Program (RCAP)

Protect your brand, ensure suitability, and monitor sales practices. RCAP is a tested and proven methodology for gathering feedback from clients who have recently purchased one of your products, such as an annuity or IRA rollover product. This post-purchase survey data enables you to identify potential problems and take prompt corrective action; or, if necessary, provide in any litigation that you actively monitor sales practices and no issues were identified. You receive regularly scheduled reports with industry benchmarking data as well as insight into client satisfaction with their purchase experience. RCAP is a cost-effective approach to protect your most important asset, your brand.